The Celvix Order Management plugin requires the WooCommerce plugin. Before installing this plugin:

• Log in to your WordPress admin panel
• Go to Plugins → Add New
• Search for “WooCommerce”
• Install and activate WooCommerce
• After activating WooCommerce, you can install the Order Management plugin

To install the plugin:

• Download the plugin ZIP file from your user panel
• Log in to your WordPress admin panel
• Go to Plugins → Add New
• Click the Upload Plugin button
• Select and upload the ZIP file
• After installation, activate the plugin

After installing the plugin:

• Go to Order Management → License
• Enter your license key in the License Key field
• Click the Save License button
• After saving, the system will automatically download core files from the server
• If needed, you can reload files again using the Reload Managed Files button

To view the dashboard:

• Go to Order Management
• In this section, you can view and manage all WooCommerce orders

At the top of the dashboard, 5 summary cards are displayed:

• Processing: Number of processing orders
• Completed: Number of completed orders
• Pending Payment: Number of pending payment orders
• On Hold: Number of on-hold orders
• Refunded: Number of refunded orders

To filter orders:

• Order Status: Select a specific status or “All Statuses”
• From Date: Start date for filtering
• To Date: End date for filtering
• Search: Search by customer name, email, or order number

Filters are automatically applied and the order list is updated.

The order table displays the following information:

• Number: Order number
• Customer: Customer name and phone number
• Amount: Total order amount
• Status: Current order status
• Shipping Method: Order shipping method
• Date: Order creation date
• Manage: View details button

To refresh the order list:

• Click the Refresh List button at the top of the page
• The order list will be reloaded

To view order details:

• In the order table, click the Details button next to the desired order
• The details panel will open from the right side
• In this panel, you can view and manage all order information

In the order information section:

• Order Number: Unique order number
• Creation Date: Order creation date and time
• Status: Current order status
• Total Amount: Total order amount

In the customer information section:

• Name: Customer full name
• Email: Customer email address
• Phone: Customer phone number
• Address: Order shipping address

In the order items section:

• A list of all ordered products is displayed
• For each product:
  • Product name
  • Quantity
  • Price

To register order tracking information:

• In the order details panel, go to the Shipping Information section
• Enter the following information:
  • New Status: Change order status (optional)
  • Post Tracking Code: Iran Post tracking code (example: EE123456789IR)
  • Tipax Tracking Code: Tipax tracking code
  • Courier Number: Courier phone number

To send a custom message:

• In the Shipping Information section, fill in the Custom Message for Customer field
• This message will be sent to the customer via email and SMS
• You can use the following variables:
  • {{customer_name}} – Customer name
  • {{order_number}} – Order number
  • {{order_status}} – Order status
  • {{tracking_code}} – Tracking code
  • {{total}} – Total amount

To send notification to customer:

• In the Shipping Information section, select the following options:
  • Send Email: Send email to customer
  • Send SMS: Send SMS to customer
• If SMS is selected:
  • SMS Gateway: Select SMS gateway
  • SMS Template: SMS template (optional – if not selected, default template will be used)
• Click the Save and Notify button

To send a note to customer:

• In the order details panel, go to the Send Note to Customer section
• Enter the note text in the Note Text field
• Select sending options:
  • Send Email: Send note to customer email
  • Send SMS: Send note to customer phone number
• If SMS is selected, select the SMS gateway
• Click the Save and Send Note button

To get order invoice:

• In the order details panel, in the Shipping Information section
• Click the Get Invoice button
• The invoice will open in a new window
• You can print or save the invoice

Share links allow viewing orders without admin access. To create a link:

• In the dashboard, click the Manage Share Link button
• The link management modal will open
• Select viewable statuses (you can select multiple statuses)
• Enter expiration date (optional – if not entered, link is unlimited)
• Click the Create New Link button

To manage existing links:

• In the link management modal, a list of all created links is displayed
• For each link:
  • Link: Link address (you can click it to copy)
  • Statuses: Viewable statuses
  • Expiration: Expiration date or “Unlimited”
  • Delete: Delete link button
• To delete a link, click the Delete button

To use the link:

• Copy the created link
• Send the link to logistics partners or shipping team
• They can view the list of orders related to selected statuses by opening the link
• On the public page, only essential information is displayed:
  • Order number
  • Customer name
  • Status
  • Total amount
  • Creation date

For plugin settings:

• Go to Order Management → Settings
• In this section, you can manage notification settings and store information

In the email settings section:

• Send Email to Customer: Enable or disable email sending
• Email Subject: Email subject when status changes
• Email Text: Email text (you can use variables)
• Note Email Subject: Email subject when sending note

In the SMS settings section:

• Enable SMS: Enable or disable SMS sending
• SMS Gateway: Select SMS gateway (based on installed plugins)
• SMS Template: Default SMS template (you can use variables)

To configure store information in invoice:

• Store Name in Invoice: Store name (default: site name)
• Store Address in Invoice: Complete store address
• Store Contact Number: Store phone number

This information will be displayed in generated invoices.

After configuring all items:

• Click the Save Settings button
• A success message will be displayed
• Settings will be saved and used in all subsequent operations